GUARDIAN WEALTH ADVISORS, LLC / NC
Position in UBSI — United Bankshares Inc/Wv
CIK 1901403
RALEIGH, NC
Position in UBSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$247,161
+$47,472 QoQ
Shares Held
5,393
-4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#300
of 446 holders
Holding Since
Jun 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $8,688,489 across 9 Banks - Regional names. UBSI ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
75,001 | $3,736,549 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,244 | $2,588,502 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,115 | $520,755 | |
| 4 | FNB |
Fnb Corp/Pa/
|
22,531 | $429,891 | |
| 5 | USB |
US Bancorp \De\
|
6,729 | $406,431 | |
| 6 | UMBF |
Umb Financial Corp
|
2,031 | $289,945 | |
| 7 | MTB |
M&T Bank Corp
|
1,119 | $266,333 | |
| 8 | UBSI |
United Bankshares Inc/Wv
This page
|
5,393 | $247,161 |
All Filings in UBSI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,161 | 5,393 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $199,689 | 5,673 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $229,699 | 5,673 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $202,809 | 5,673 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $198,952 | 5,673 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||